XPX Greater BostonSummit 2025
Location
Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210
Date
Tuesday, May 13th, 11:30 AM - 7:00 PM EDT
Tickets & Registration
Early Registration Fees (through 4/1/25):
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XPX Greater Boston Chapter Members $135.00
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XPX Greater Boston Emerging Professionals $110.00
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XPX Chapter Network Members $150.00
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Non-members $160.00
Regular Registration Fees (4/2/25 - 5/12/25):
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XPX Greater Boston Chapter Members $150.00
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XPX Greater Boston Emerging Professionals $125.00
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XPX Chapter Network Members $165.00
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Non-members $175.00
A $25.00 Same Day/Walk-In Fee Registrations will be added to the above fees. Please register early.
No refunds or credits will be given for cancellations. This registration is not transferable to another individual – no substitutes please.
Coming Soon
Exit Planning Exchange Summit 2024
It is with great pleasure that we kick off this year’s Summit for the Greater Boston chapter of the Exit Planning Exchange (XPX). The Summit provides a unique opportunity each year to help our members and guests share valuable insights and deepen relationships with like-minded professional advisors. While exit planning serves a key tenant of the organization’s overall purpose, our mandate spans well beyond transactional relationships with clients. Instead, our goal is to help professional advisors find the knowledge, tools and/or relationships they need to help clients solve problems throughout the company lifecycle at catalyst moments where change is needed.
Before delving into this year’s content, we want to thank our many stakeholders and volunteers. Nutter Law again serves as our Annual Summit Sponsor, providing us all with an incredible venue today. Our XPX Summit Committee has worked diligently the past 6 months preparing today’s powerful programming and complicated unseen logistics. Our various Summit sponsors have provided tremendous support for the day’s festivities. And we would not be here without our XPX members and guests joining today for our annual “super bowl.” Thank you, all!
For this year’s Summit, we decided to pursue a series of intimate interviews and talks that provide different perspectives on the overall theme, “Helping Advisors Engage Better – Acquiring and Retaining Clients.” On this journey, you will hear about why business leaders hire or fire you, about key technologies useful for today and tomorrow, about softer skills that are critical to engagement success, about advisors transitioning their practices and about the current economic landscape.
We hope you walk away today with 2-3 points that will help you engage better with your clients in your unique professional niche. We also hope you use the opportunities to build upon existing professional relationships and develop new ones. Enjoy today’s festivities and thank you again for joining us!
All the Best,
Dave Poulin – XPX GB President
Greg Romero – Summit Chair
Summit Venue Host

you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Summit Sponsors

Conntact: Jae Erdekian, Email: JAErdekian@bdo.com

You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

you need legal advice for a M&A transaction, debt financing, or other corporate transaction.

A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.